Salesforce + SurveyMonkey + Mailchimp integration

Use Autopilot to create journeys that use the Salesforce, SurveyMonkey and Mailchimp integrations.

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Marketing Automation ideas to integrate Salesforce, SurveyMonkey and Mailchimp.

Salesforce Field Changed to Check Salesforce Field to Send SurveyMonkey Survey

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Subscribed to Mailchimp audience to Assign Salesforce Lead to Group to Send SurveyMonkey Survey

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Salesforce Campaign Trigger to Unsubscribe from Mailchimp Audience to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Unsubscribe from Mailchimp Audience to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Update Salesforce Field to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Subscribe to Mailchimp audience

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Subscribed to Mailchimp audience to Send SurveyMonkey Survey to Update Salesforce Field

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SurveyMonkey Survey Response to Subscribe to Mailchimp audience to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Send SurveyMonkey Survey to Add Salesforce Task

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Salesforce Field Changed to Subscribe to Mailchimp audience to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Unsubscribe from Mailchimp Audience

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Subscribed to Mailchimp audience to Assign Salesforce Lead to Send SurveyMonkey Survey

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Unsubscribed from Mailchimp Audience to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Salesforce Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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Salesforce Field Changed to Unsubscribe from Mailchimp Audience to Send SurveyMonkey Survey

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Unsubscribed from Mailchimp Audience to Send SurveyMonkey Survey to Update Salesforce Field

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SurveyMonkey Survey Response to Subscribe to Mailchimp audience to Add Salesforce Task

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Create Salesforce Opportunity to Send SurveyMonkey Survey

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Showing 20 journey ideas for Salesforce, SurveyMonkey and Mailchimp

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

About the Mailchimp integration

Autopilot's native Mailchimp integration makes it easy to keep your Mailchimp audiences and Autopilot lists in sync, nurture new Mailchimp subscribers in Autopilot, notify your team on Slack when you receive new Mailchimp subscribers, and add new subscribers as leads in your CRM, such as Salesforce or Pipedrive.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, SurveyMonkey integration and the Mailchimp integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
Unsubscribed from Mailchimp Audience
Adds a contact to a journey when they are unsubscribed from a Mailchimp audience.
Subscribed to Mailchimp audience
Adds a contact to a journey when they are subscribed to a Mailchimp audience.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
Subscribe to Mailchimp audience
Subscribes a contact to a Mailchimp audience.
Unsubscribe from Mailchimp Audience
Unsubscribes a contact from a Mailchimp audience.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, SurveyMonkey and Mailchimp.